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INDEPENDENT FINANCIAL GROUP, LLC → EXG
INDEPENDENT FINANCIAL GROUP, LLC EXG Position History
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Quarters held
29
Latest value
$95K
Q3 2026
Peak value
$1.1M
First seen
Q4 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2020 | $94K |
| Q1 2021 | $134K |
| Q2 2021 | $263K |
| Q3 2021 | $257K |
| Q4 2021 | $380K |
| Q1 2022 | $293K |
| Q2 2022 | $228K |
| Q3 2022 | $367K |
| Q4 2022 | $360K |
| Q1 2023 | $452K |
| Q2 2023 | $433K |
| Q3 2023 | $399K |
| Q4 2023 | $418K |
| Q1 2024 | $389K |
| Q2 2024 | $422K |
| Q2 2024 | $660K |
| Q3 2024 | $280K |
| Q3 2024 | $592K |
| Q4 2024 | $470K |
| Q1 2025 | $479K |
| Q2 2025 | $496K |
| Q3 2025 | $487K |
| Q4 2025 | $511K |
| Q1 2026 | $365K |
| Q1 2026 | $442K |
| Q2 2026 | $473K |
| Q3 2026 | $1.1M |
| Q3 2026 | $418K |
| Q3 2026 | $95K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $95K | 10.0K | — | — |
| Q3 2026 | $418K | 44.4K | — | — |
| Q3 2026 | $1.1M | 76.7K | — | — |
| Q2 2026 | $473K | 48.2K | — | — |
| Q1 2026 | $442K | 51.1K | — | — |
| Q1 2026 | $365K | 42.1K | — | — |
| Q4 2025 | $511K | 53.6K | — | — |
| Q3 2025 | $487K | 53.6K | — | — |
| Q2 2025 | $496K | 56.6K | — | — |
| Q1 2025 | $479K | 58.8K | — | — |
| Q4 2024 | $470K | 57.6K | — | — |
| Q3 2024 | $592K | 67.8K | — | — |
| Q3 2024 | $280K | 32.3K | — | — |
| Q2 2024 | $660K | 78.1K | — | — |
| Q2 2024 | $422K | 51.1K | — | — |
| Q1 2024 | $389K | 47.6K | — | — |
| Q4 2023 | $418K | 54.2K | — | — |
| Q3 2023 | $399K | 54.2K | — | — |
| Q2 2023 | $433K | 54.6K | — | — |
| Q1 2023 | $452K | 57.8K | — | — |
| Q4 2022 | $360K | 47.6K | — | — |
| Q3 2022 | $367K | 50.6K | — | — |
| Q2 2022 | $228K | 29.6K | — | — |
| Q1 2022 | $293K | 30.1K | — | — |
| Q4 2021 | $380K | 35.6K | — | — |
| Q3 2021 | $257K | 25.8K | — | — |
| Q2 2021 | $263K | 25.8K | — | — |
| Q1 2021 | $134K | 14.4K | — | — |
| Q4 2020 | $94K | 10.7K | — | — |
Other funds holding EXG
$382.7M
$335M
$231.8M
$230.3M
$229.9M
$217.2M
$207.3M
$205.7M